Organization-Oriented Assignment

If multitiered assignment is set to Organization-Oriented mode, then the following situation occurs:

  • All organizations and people not matching the assignment rule criteria are filtered out.

  • For each organization that matches, assign it to the object.

  • Evaluate each person candidate for the assigned organization's people. If a person matches, then assign that person to the object.

  • The Europe and North America organization are assigned, but only the European Sales Representative is assigned, as shown in the following table.

Person

Match

Organization

Match

Assigned Person

Assigned Organization

European Sales Representative

Yes

Europe

Yes

European Sales Representative

Europe

North American Sales Representative

No

North America

Yes

Not applicable

North America

Asian Sales Representative

Yes

Asia

No

Not applicable

Not applicable

The following image illustrates assignment in Organization-Oriented mode, where qualified organizations are assigned first, and then the qualified people from those organizations are assigned. In the following image:

  • The Organizations Europe and North America match, Asia does not.

  • The Person Lee in the Organization Asia matches.

  • The Person Johansen in the Organzation Europe matches.

  • The resul of Organization-Oriented Assignment is as follows:

    Assigns both match organizations.

    Assigns only the person in a matching organizaiton.


Example of Organization-Oriented Assignment: This image is described in the surrounding text.